Kings Point Capital Management’s Oneok OKE Stock Holding History

Kings Point Capital Management’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$16K	Hold	230	–	–	﹤0.01%	523
2021 Q4	$14K	Hold	230	–	–	﹤0.01%	599
2021 Q3	$13K	Hold	230	–	–	﹤0.01%	536
2021 Q2	$13K	Hold	230	–	–	﹤0.01%	512
2021 Q1	$12K	Sell	230 -77	-25%	-$3.5K	﹤0.01%	515
2020 Q4	$12K	Buy	+307	New	+$10.3K	﹤0.01%	482
2020 Q3	–	Sell	-307	Closed	-$10K	–	488
2020 Q2	$10K	Buy	+307	New	+$10K	﹤0.01%	436
2020 Q1	–	Sell	-307	Closed	-$23K	–	487
2019 Q4	$23K	Hold	307	–	–	﹤0.01%	402
2019 Q3	$23K	Buy	+307	New	+$21.7K	﹤0.01%	378
2018 Q4	–	Sell	-3,727	Closed	-$253K	–	360
2018 Q3	$253K	Hold	3,727	–	–	0.05%	137
2018 Q2	$260K	Hold	3,727	–	–	0.05%	136
2018 Q1	$212K	Hold	3,727	–	–	0.04%	138
2017 Q4	$199K	Hold	3,727	–	–	0.04%	143
2017 Q3	$207K	Buy	+3,727	New	+$201K	0.05%	138

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kings Point Capital Management's OKE Position: Q1 2022 in Review

Kings Point Capital Management held its Oneok (OKE) position steady in Q1 2022 at 230 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Kings Point Capital Management first reported a position in OKE in Q3 2017 and has held it in 14 quarters since. The position peaked at $260K in Q2 2018. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

Kings Point Capital Management held 230 shares of Oneok worth $16K as of Q1 2022.
Kings Point Capital Management left its Oneok share count unchanged in Q1 2022.
Oneok made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #523 holding.
Kings Point Capital Management first reported a position in Oneok in Q3 2017 and has held it in 14 quarters since.
Kings Point Capital Management's Oneok position peaked at $260K in Q2 2018.
1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.